Grief sabotages thinking and decision making. In this session, Kathleen Rehl will talk in depth about what advisors need to understand about helping widows through their financial transitions, as well as what to say and what not to say in the process.

Join us and learn how to avoid pushing the wrong financial issues after the death of a client’s spouse, tips for handling the three stages of widowhood, and what Kathleen’s research tells us about how financial planning affects widows’ outlook and confidence in their financial future.

After the program we will enjoy cocktails and hors d'oeuvres at Red Door No. 5. The rich history of this restored firehouse will be the unique backdrop for great networking and food prepared by Metropolitan Ministries Inside the Box Catering.

4:30 pm - Registration
5:00 pm - Beyond Basic Estate Planning for Women
6:30 pm - Cocktails and hors d'oeuvres at Red Door No. 5
7:30 pm - Evening Concludes

Donations of baby food (including formula, cereal, and jars) are welcome!

Guest Parking Information
Please park in guest parking for the Volunteer Engagement Center. This lot can be accessed via E Ross Avenue between N Florida Avenue and N Tampa Street.

Continuing Education This session has been accepted by CFP Board for one (1) hour of continuing education. Credits may also be applied toward professional recertification requirements for CAP®, CLU®, ChFC®, RICP®, CLF®, CASL®, ChSNC®, FSCP®, and WMCP®. Credits may also be applied toward recertification requirements for AAMS®, ADPA®, ABFP, APMA®, CRPC®, CRPS®, SCRIC®, FPQP®, LUTCF®, WMS®.

Application for continuing education has been filed with Florida Bar, Florida Department of Business and Professional Regulation, American Bankers Association.